Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Health Care
Pharmaceuticals5.46%+0.97 ppManaged Health Care2.54%+0.50 ppBiotechnology2.50%+0.42 ppLife Sciences Tools & Services2.04%+0.09 ppHealth Care Supplies0.18%-0.09 ppHealth Care Distributors0.38%+0.08 ppHealth Care Equipment3.17%-0.07 ppHealth Care Services0.91%+0.04 ppHealth Care Facilities0.24%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.17%
Industry change · 12M
-0.07 pp
Health Care Equipment · contribution
-0.072 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2022 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical → ISRG | United States | $85.9bn | 0.311% | -0.031 pp | +0.187 pp | -17.0% | No |
| Medtronic → MDT | United States | $140.0bn | 0.506% | +0.038 pp | -0.133 pp | -18.5% | Yes |
| Abbott Laboratories → ABT | United States | $200.2bn | 0.724% | -0.034 pp | -0.047 pp | -4.0% | No |
| Idexx Laboratories → IDXX | United States | $36.3bn | 0.131% | -0.014 pp | -0.039 pp | -21.6% | No |
| Zimmer Biomet → ZBH | United States | $25.3bn | 0.091% | +0.007 pp | -0.038 pp | -29.3% | Yes |
| Stryker Corporation → SYK | United States | $91.2bn | 0.330% | +0.015 pp | -0.029 pp | -7.2% | Yes |
| Baxter International → BAX | United States | $35.8bn | 0.129% | -0.015 pp | -0.027 pp | -15.9% | No |
| Edwards Lifesciences → EW | United States | $65.8bn | 0.238% | +0.009 pp | +0.023 pp | +10.7% | No |
| Steris → STE | United States | $22.4bn | 0.081% | +0.006 pp | +0.016 pp | +7.0% | Yes |
| Revvity → RVTY | United States | $18.5bn | 0.067% | -0.006 pp | +0.014 pp | +13.3% | No |
| Boston Scientific → BSX | United States | $60.1bn | 0.217% | +0.012 pp | -0.007 pp | -3.4% | Yes |
| ResMed| → RMD | United States | $29.3bn | 0.106% | -0.007 pp | +0.007 pp | +7.1% | No |
| Dexcom → DXCM | United States | $10.0bn | 0.036% | +0.001 pp | +0.002 pp | +5.8% | No |
| Becton Dickinson → BDX | United States | $55.3bn | 0.200% | +0.014 pp | -0.001 pp | +3.2% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.